David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Abbott Laboratories (ABT)
← All ABT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q1 0 0.00 Sell 100.00% 0.04 SEC
2016   Q4 6,125 0.04 $38.37 $235,000 SEC
2016   Q3 6,125 0.05 Buy 0.05 $37.81–43.78 · VW $39.89i $259,000 SEC
2012   Q3 0 0.00 Sell 100.00% 0.11 $30.05–34.77 · VW $32.00i SEC
2012   Q2 25,363 0.11 Reduce 23.17% 0.03 $30.95 $785,000 SEC
2012   Q1 33,012 0.13 Reduce 67.35% 0.26 $26.83–30.32 · VW $28.93i $971,000 SEC
2011   Q4 101,113 0.39 Add 2.38% <0.01 $25.81–27.44 · VW $26.81i $2,728,000 SEC
2011   Q3 98,760 0.36 Add 3.40% 0.01 $24.53 $2,423,000 SEC
2011   Q2 95,509 0.28 Add 4.50% 0.01 $22.21–25.72 · VW $24.37i $2,411,000 SEC
2011   Q1 91,392 0.25 Add 8.93% 0.02 $22.31–26.02 · VW $24.47i $2,151,000 SEC
2010   Q4 83,900 0.24 Add 13.20% 0.03 $21.62–23.42 · VW $22.71i $1,929,000 SEC
2010   Q3 74,114 0.27 Add 1.53% <0.01 $22.09–25.79 · VW $23.40i $1,858,000 SEC
2010   Q2 72,999 0.21 Buy 0.21 $21.39–24.81 · VW $23.29i $1,638,000 SEC
2005   Q1 0 0.00 Sell 100.00% 0.02 $20.79–23.98 · VW $22.64i SEC
2004   Q4 11,870 0.02 Add 0.11% $20.10–23.11 · VW $21.76i $266,000 SEC
2004   Q3 11,857 0.02 Reduce 98.23% 1.03 $19.31–21.82 · VW $20.42i $241,000 SEC
2004   Q2 670,990 1.04 Reduce 30.10% 0.43 $18.36–20.76 · VW $19.71i $13,122,000 SEC
2004   Q1 959,934 1.44 Reduce 21.32% 0.61 $17.63–20.39 · VW $19.27i $17,711,000 SEC
2003   Q4 1,219,986 2.87 Reduce 8.91% 0.32 $19.11–21.21 · VW $19.84i $25,521,000 SEC
2003   Q3 1,339,307 3.54 Add 8.39% 0.27 $17.93–20.20 · VW $19.32i $25,582,000 SEC
2003   Q2 1,235,674 3.77 Add 0.82% 0.03 $16.90–21.07 · VW $18.69i $24,273,000 SEC
2003   Q1 1,225,582 4.08 Add 55.36% 1.45 $16.88 $20,692,000 SEC
2002   Q4 788,847 2.25 Reduce 0.59% 0.02 $15.15–19.82 · VW $16.99i $14,165,000 SEC
2002   Q3 793,520 3.03 Add 11.06% 0.30 $16.67–20.69 · VW $19.00i $14,391,000 SEC
2002   Q2 714,505 2.07 Add 74.89% 0.89 $13.38–21.57 · VW $17.64i $12,076,000 SEC
2002   Q1 408,547 1.50 Reduce 8.22% 0.15 $19.77–25.94 · VW $22.35i $9,647,000 SEC
2001   Q4 445,136 1.82 Reduce 6.08% 0.13 $23.72–26.04 · VW $25.05i $11,140,000 SEC
2001   Q3 473,929 2.17 Reduce 2.57% 0.05 $20.81–24.69 · VW $23.40i $11,031,000 SEC
2001   Q2 486,437 1.91 Add 1.71% 0.03 $21.55 $10,481,000 SEC
2001   Q1 478,261 1.95 Add 9.96% 0.18 $18.97–24.24 · VW $22.18i $10,131,000 SEC
2000   Q4 434,956 1.86 Add 6.04% 0.11 $18.85–25.03 · VW $21.96i $9,458,000 SEC
2000   Q3 410,186 2.10 Add 1.46% 0.03 $18.74–25.25 · VW $22.90i $8,758,000 SEC
2000   Q2 404,283 3.18 Reduce 1.89% 0.05 $17.42–20.28 · VW $19.12i $8,087,000 SEC
2000   Q1 412,080 2.47 Add 400.72% 1.98 $13.24–19.75 · VW $17.09i $6,509,000 SEC
1999   Q4 82,297 0.44 Add 318.24% 0.33 $13.19–18.40 · VW $15.47i $1,341,000 SEC
1999   Q3 19,677 0.12 Add 2.71% <0.01 $16.19–20.59 · VW $17.95i $324,000 SEC
1999   Q2 19,158 0.13 Add 13.76% 0.02 $18.26–20.59 · VW $19.44i $390,000 SEC
1999   Q1 16,841 0.14 $21.02 $354,000 SEC
Price snapshot:
Current price$92.11
52-week low$81.97
52-week high$135.34